Personal Lines Underwriter

Location: St.Catharines, ON

About Morison Insurance

At Morison Insurance, our team shapes who we are and the excellent service we provide our customers. We are a values-based company, which means all our decisions and day-to-day operations are based on our 5 core values: Go Beyond, Evolve, Own It, Our Promise, Unified.

Morison Insurance is a family-owned and operated business. Over the past 30 years, our company has grown from one office with 3 employees in downtown Hamilton, to 100 employees in 5 offices across Southern Ontario.

Morison Insurance is currently seeking a Personal Lines Underwriter to join our team of insurance professionals!

Position Responsibilities

The Personal Lines Underwriter will support our Personal Lines Client Account Managers by completing the following tasks:

- Submitting Letter of Authorizations to companies for processing
- Processing insurance policy changes on various company portals
- Checking new business/policy changes/cancellations for accuracy
- Work from a queue, completing activities in our Broker management system
- Processing manual renewals and invoices for non-download policies
- Follow-up on Expiry Reports with company on pending renewals
- Calls to company for Underwriting follow-up/questions as required
- Split Accounts/Move Policies within our broker management system
- Inactivate Client Accounts in our Broker management system
- Handling ‘mail’ activities within Epic as entered by reception
- Month End Reports; review and correct as required

What We Offer

- Competitive salary
- RRSP Matching Plan
- Group Perks Plan (health, dental, vision)




- Employee Assistance Program
- 4-weeks of vacation
- Paid personal days and extra days off at Christmas
- Monday to Friday work schedule - 8:30 am - 4:30pm
- Growing insurance brokerage with access to many markets
- Continuing Education
- Modern offices and technology that supports teamwork, skills development and collaboration
- Our offices close early on Fridays of long weekends from May to October
- Full commission on employee home and auto policies

Skills You Will Need To Succeed

- Solid understanding of various insurance companies and their underwriting rules
- Strong organizational skills
- Ability to work in a busy, fast-paced environment
- Quick learner
- Willing to obtain RIBO License
- 2 years Personal Lines insurance education and/or underwriting experience
- Experience using Applied Epic is an asset
- Experience using Compu-Quote and various insurance company portals is an asset
- Additional industry designations, such as RIBO, CAIB, or CIP is an asset

How We Help You Succeed

Your success matters greatly to us. We provide:

- Training and Support - Whether it is mentorship, growth opportunities, or on-the-job training, we are here for you. You will be supported daily by a team of underwriters.
- Career Growth - What professional goals have you set for yourself? We care about your career, and we can help you get there.
- Continuing Education - We invest in you. That’s why Morison Insurance provides paid continuing education opportunities to help you grow professionally. Perhaps you want to expand your knowledge or obtain your CIP?

** Accommodations

📌 Personal Lines Underwriter (St. Catharines)
🏢 Morison Insurance Brokers
📍 St. Catharines